Add & Edit Clients
- Open Clients → tap ＋ to add a new client.
- Fill in name, email, phone, and address. You can paste or type free-form; Solid Invoice formats as needed.
- Tap a client to view or edit details at any time.
Clients
Add, edit, and organize your clients. From a client’s detail screen, use the three-dot (…) Actions menu to Call, Email, get Directions, or create a New Appointment.
Encrypted by Default: all client data is stored locally on your device and encrypted at rest. When you choose to email a PDF or share anything externally, it leaves that encrypted container and becomes your responsibility.
Actions Menu (three-dot …)
From a client’s detail screen, tap the three-dot (…) button in the top-right to open quick actions:
- Call — places a phone call using the client’s saved number.
- Email — opens Mail with your subject/body templates (placeholders like
[FirstName],[InvoiceNumber]are supported). See Emailing. - Directions — opens the client’s address in Maps for turn-by-turn. See Directions.
- New Appointment — create a calendar event linked to the client. See Appointments.
Privacy note: generating an invoice/quote PDF to attach to email exports a copy outside the encrypted store.
You’ll see a confirmation + authentication prompt before export.
Related Guides
- Invoices — create/send, record payments, PDFs.
- Quotes → Invoice — accept & convert with one tap.
- Expenses & Receipts (OCR) — scan, verify, attach.
- Branding — logo, stamps, statement branding.
- Settings — hourly rate, tax, email templates.
- On-Device — Encrypted by Default